Weekly email summary of enquiries

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Kettlewell Lettings · Weekly email summary of enquiries

Lily Harker asked how to set up a weekly email summary of new lettings enquiries. Connor Webb gave the steps on 21 Feb 2025; the ticket was solved on 25 Feb 2025 and closed on 1 Mar 2025.

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What happened

What this says

As at Fri 9 Oct 2026

Lily Harker asked how to set up a weekly email summary of new lettings enquiries. Connor Webb gave the steps on 21 Feb 2025; the ticket was solved on 25 Feb 2025 and closed on 1 Mar 2025.

Problem: Lily wanted new lettings enquiries sent to her inbox each week, rather than a page to check.

Handling: Connor set out the steps through the summaries section, the enquiries source, the weekly frequency and the recipients, and asked Lily to confirm. Lily referred to an earlier conversation that the record does not include, and the ticket shows no reply from her after the steps.

Watch: The record does not show whether the summary was set up or whether the emails arrived.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

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First response (min)137

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Public reply · Lily Harker 21 Feb 2025 10:04
Following on from our earlier conversation, this is the question I mentioned about a weekly summary of new enquiries by email. Lily
created · Lily Harker 21 Feb 2025 10:40
Hi, how do I set up a weekly email summary of new lettings enquiries? Thanks, Lily
Public reply · Connor Webb 21 Feb 2025 12:57
Hi Lily, thanks for logging this properly. Just so I've got this right: you want a weekly summary of new enquiries sent to your inbox, rather than a page to check? First, open the summaries section from the menu. Next, choose the enquiries source and set the frequency to weekly. Then add the recipients and save. Can you try that and tell me what you see? Thanks, Connor
Status change · Connor Webb 25 Feb 2025 12:52
Status change · 1 Mar 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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